Financial Analyst Investment Research, AI & Automation

Role Overview

We are looking for a Financial Analyst with strong knowledge of mutual funds, investment products and capital markets, along with an experience in AI, automation, data analysis and technology.

Key Responsibilities

- Analyse mutual funds, ETFs, investment products and capital-market data.
- Build and maintain investment analysis models, scoring frameworks, comparison tools and performance reports.
- Coordinate with AMCs, RTAs and data providers to obtain accurate, updated investment data.
- Collect, validate, structure and standardise data from multiple sources.
- Maintain datasets and information models for the company's internal systems, website and mobile application.
- Work with the Technology/Product team to integrate and regularly update investment data across digital platforms.
- Automate repetitive data collection, Excel analysis, reporting and operational processes using AI and automation tools.
- Develop workflows using Power Query, Power Automate, Python and other relevant technologies.
- Prepare dashboards, MIS reports and data visualisations for management decisions.
- Research mutual fund schemes, investment products and market developments.




- Provide updated analysis and product information to the Sales and Relationship Management teams.
- Coordinate with Sales, Operations, Technology and Product teams to improve processes.
- Maintain proper records of data sources, models, methodologies and reports.

Required Skills

- Robust understanding of mutual funds, ETFs, investment products and capital markets.
- Advanced Excel and Power Query, including Pivot Tables, advanced formulas and data analysis.
- Hands-on knowledge of AI tools such as ChatGPT, Microsoft Copilot, Claude or similar.
- Understanding of automation tools such as Power Automate, Make and Zapier.
- Working knowledge of Python (Pandas/OpenPyXL), SQL and/or Power BI is an advantage.
- Strong analytical, problem-solving and communication skills.
- Ability to convert complex financial data into clear, meaningful insights.
- Willingness to learn and implement emerging AI and automation technologies.

Qualification & Experience

- Graduate/Postgraduate in Finance, Commerce, Economics, Business Analytics, Data Analytics or a related field.
- 2 to 5 years of relevant experience in financial services, investment research, wealth management, asset management or fintech.

📌 Financial Analyst (Mumbai)
🏢 Dhariwal Securities Private
📍 Mumbai